Org Transformation at Scale
Salesforce orgs often lose agility as they grow, making them difficult to manage, modernize, or transform. As Salesforce continues to introduce major platform innovations such as Data Cloud and Agentforce, customers must be able to evolve their orgs or risk falling behind. Org transformation has become mission critical for modernization initiatives, mergers and divestitures, and long-term reduction of technical debt.
In this session, Metazoa CTO Bill Appleton shares practical, real-world lessons learned from large-scale Salesforce org transformation projects, including org splits, clones, and merges. The session focuses on what actually works when transforming Salesforce at scale.
MCP Workstations Power the Future of Salesforce Org Management
With Snapshot’s local MCP server and an Intelligent Assistant like Claude Desktop, Salesforce Administrators can move from reactive maintenance to proactive strategy. The future of Salesforce org management isn’t more dashboards or spreadsheets. It’s a secure desktop environment where human expertise and AI insight work side by side — fast, safe, and deeply informed.
Org Splits, Clones, and Reboots
The Metadata Quality Revolution
Curse of the Ancient Objects
The Salesforce platform offers an astonishing range of tools and technologies for creating modern cloud-based applications. With countless APIs, Apex for custom business logic, and a sophisticated cloud database, both developers and admins can build and customize solutions in powerful ways. Yet beneath these modern conveniences, the platform also carries several historical design decisions—haunted relics from the days when Salesforce first began.
Discover the New World of Profile Management
Permission Set Groups, arriving in the Spring 48.0 release, offer a powerful solution. They allow you to bundle multiple Permission Sets under a single descriptive name and assign that group to Users. In effect, Permission Set Groups bridge the gap between monolithic Profiles and highly granular Permission Sets. With Permission Set Groups, Admins can handle these large, complex Orgs more effectively, simplifying security and administration.
Competitive Strategy for SI Partners
Snapshot can help SI Partners differentiate their company in the highly competitive marketplace for managed services and customer projects. You already have the best people, now give them the best tools for the job. Use automation to focus your developers on solving important problems instead of repetitive manual tasks. Snapshot has the right platform to turn AI into a competitive advantage for your company.
Using Metazoa to Enhance Data Quality and Achieve AI Readiness for Salesforce
Metazoa has created a suite of tools to help Salesforce administrators, developers, and business analysts use AI for org management. Our efforts compliment the Salesforce roadmap and bring the power of AI to mission critical problems including data quality, technical debt reduction, and security optimization.
The Transformative Power of AI for Salesforce Admins
Prepare your Org for Profile Changes
Best Practices for Org Splits, Clones, and Reboots
Metazoa provides a powerful tool chain capable of conducting complex org splits, clones, and reboots on the Salesforce platform. This whitepaper outlines the best practices for setting up and using our Snapshot product for this purpose.
Remove Technical Debt Before Lightning Transition
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